Retirement plan

YELED VYALDA E.C.C., INC. EMPLOYEES 401K PLAN

Name: YELED VYALDA E.C.C., INC. - YELED VYALDA E.C.C., INC. EMPLOYEES 401K PLAN (2025) Form 5500
Creator: YELED VYALDA E.C.C., INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, YELED VYALDA E.C.C., INC. EMPLOYEES 401K PLAN, YELED VYALDA E.C.C., INC.

YELED VYALDA E.C.C., INC.EIN 11-3050340Plan #003PY 2025

1312 38TH ST - BROOKLYN, NY 11218718-686-3700LinkedIn201-500 employeesindividual & family services

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$14.7M

+16.5% from 2024

Total participants

649

-17.6% from 2024

Average account balance

$22,575

+41.4% from 2024

Annual return

15.81%

+2.74 pp from 2024

Benchmarks

See 1,145 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort1,145 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$14.65M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$23K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

649

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.27M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+15.81%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$21

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 3 by compensation

Provider	Service type	Compensation
NATIONWIDE11+ years Service code 15 · EIN 31-4156830	Recordkeeping	$75,194
INTAC ACTUARIAL SERVICES2 years Service code 64 · EIN 22-2446239	Recordkeeping Fees	$13,800
LPL FINANCIAL4 years Filed as: LION STREET FINANCIAL LLC Service code 27 · EIN 80-0842559	Advisory (Plan)	$0

Plan features & details

Pension benefit codes2E2F2G2J2K

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$14K

$29 / participant

Other / not subdivided$14K100.0%

% of EOY assets

0.094%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: FORVIS MAZARS LLP
Auditor EIN: 440160260
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$22,575

$46,464-51.4%

$150,298-85.0%

$79,634-71.7%

Participation rate

100.0%

57.0%+43.0pp

77.8%+22.2pp

62.5%+37.5pp

Annual return

15.81%

27.89%-12.1pp

62.79%-47.0pp

36.46%-20.7pp

Employer contribution / active EE

$1,184

$1,512-21.7%

$4,154-71.5%

$2,529-53.2%

Participant deferral / active EE

$1,494

$2,157-30.7%

$5,453-72.6%

$3,835-61.0%

Admin fee / account holder

$21

$891-97.6%

$14,116-99.8%

$1,002-97.9%

Provider

Service type

Compensation

NATIONWIDE11+ years

Service code 15 · EIN 31-4156830

Recordkeeping

$75,194

INTAC ACTUARIAL SERVICES2 years

Service code 64 · EIN 22-2446239

Recordkeeping Fees

$13,800

LPL FINANCIAL4 years

Filed as: LION STREET FINANCIAL LLC

Service code 27 · EIN 80-0842559

Advisory (Plan)

YELED VYALDA E.C.C., INC. EMPLOYEES 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

YELED VYALDA E.C.C., INC. EMPLOYEES 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion